Tax Checklist - ITP Queensland - Tax Returns

Proudly Australian Owned and Operated

To assist ITP in completing your tax return as quickly as possible, please consider bringing in some of the following items.

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Employment Income Deductions 0 of 7 Expand

Motor vehicle expenses 12 weeks logbook and receipts / travelled kilometers
Work Travel Receipts - air tickets, meals hotels and incidentals / travel diary
Uniforms, protective shoes and dry cleaning
Self-education expenses Uni/TAFE Fees, books, computers, stationary, consumables and amenities
Union fees, Work seminars, OT meals, Tools, Mobile phone & internet 1 month bill or log
Home office expense if required to work at home
Any other receipts or evidence of work related deductions

Offsets 0 of 4 Expand

Zone If living in a remote area
Superannuation contributions on behalf of your spouse
Private health insurance statement
Medical receipts for disability aids, attendant care or aged care

Other Deductions 0 of 6 Expand

Tax Agent fees
Previous year's accountant's fees
Superannuation if self employed
Receipts of gifts/donations to charity
Financing lease statements
Income Protection Premiums

For New Clients 0 of 5 Expand

Previous year’s Income Tax Assessment
ABN
PAYG Instalments paid
Copy of last year’s tax return
Tax File Number

Other Useful Information 0 of 4 Expand

Credit card statement
Bank statements (with account name and number, BSB number)
Loan statements
Spouse Name, DOB and income